Jayme Budge signed Clearlink Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearlink Technologies, LLC's EIN is 13-4278523.
Download the official 2024 Form 5500 (PDF) for Clearlink Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearlink Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2050 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $5.1M | 20.9% | |
| NUVEEN LIFECYCLE INDEX 2055 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $4.1M | 16.7% | |
| NUVEEN LIFECYCLE INDEX 2045 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $3.5M | 14.1% | |
| FIDELITY 500 INDEX Mutual Funds N/A | Common Collective Trusts | — | — | $3.5M | 14.1% | |
| NUVEEN LIFECYCLE INDEX 2040 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $2.5M | 10.3% | |
| NUVEEN LIFECYCLE INDEX 2060 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $1.7M | 6.7% | |
| AM1 DOMESTIC EQUITY CLASS 1 Collective Trust Funds N/A | Common Collective Trusts | — | — | $708K | 2.9% | |
| NUVEEN LIFECYCLE INDEX 2035 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $676K | 2.7% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX R Collective Trust Funds N/A | Common Collective Trusts | — | — | $501K | 2.0% | |
| FIDELITY MID CAP INDEX Mutual Funds N/A | Mutual Funds | — | — | $390K | 1.6% | |
| NUVEEN LIFECYCLE INDEX 2030 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $336K | 1.4% | |
| FIDELITY SMALL CAP INDEX Mutual Funds N/A | Mutual Funds | — | — | $287K | 1.2% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 Collective Trust Funds N/A | Common Collective Trusts | — | — | $245K | 1.0% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 4.25% - 8.50% - | Bonds / Notes | — | — | $196K | 0.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $163K | 0.7% | |
| MFS MID CAP GROWTH R6 Mutual Funds N/A | Mutual Funds | — | — | $119K | 0.5% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 Collective Trust Funds N/A | Common Collective Trusts | — | — | $72K | 0.3% | |
| AM1 CORE FIXED INCOME CLASS 1 Collective Trust Funds N/A | Common Collective Trusts | — | — | $69K | 0.3% | |
| FIDELITY EMERGING MARKETS INDEX Mutual Funds N/A | Mutual Funds | — | — | $68K | 0.3% | |
| FIDELITY US BOND INDEX Mutual Funds N/A | Mutual Funds | — | — | $55K | 0.2% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 Mutual Funds N/A | Other securities | — | — | $54K | 0.2% | |
| BLACKROCK TOTAL RETURN BOND CL 6 Collective Trust Funds N/A | Common Collective Trusts | — | — | $47K | 0.2% | |
| JANUS HENDERSON TRITON N Mutual Funds N/A | Mutual Funds | — | — | $39K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2065 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $34K | 0.1% | |
| BLACKROCK RUSSELL 1000 VALUE INDEX R Collective Trust Funds N/A | Common Collective Trusts | — | — | $32K | 0.1% | |
| MFS INTL DIVERSIFICATION R6 Mutual Funds N/A | Mutual Funds | — | — | $31K | 0.1% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R Collective Trust Funds N/A | Common Collective Trusts | — | — | $28K | 0.1% | |
| NUVEEN LIFECYCLE INDEX 2025 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $23K | <0.1% | |
| COHEN & STEERS U S REALTY CIT CLASS A Collective Trust Funds N/A | Common Collective Trusts | — | — | $23K | <0.1% | |
| STATE ST US INFL PROTCT BND IDX SL CL II Collective Trust Funds N/A | Common Collective Trusts | — | — | $12K | <0.1% | |
| AM1 INCOME CLASS 1 Collective Trust Funds N/A | Common Collective Trusts | — | — | $11K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 J Collective Trust Funds N/A 155 NUVEEN LIFECYCLE INDEX 2020 J Collective Trust Funds N/A | Common Collective Trusts | — | — | $10K | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Funds N/A | Other securities | — | — | $6K | <0.1% | |
| PIMCO INCOME INSTL Mutual Funds N/A | Mutual Funds | — | — | $1K | <0.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Funds N/A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $56K | — |
